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KMS Financial Services’s ProShares UltraPro S&P 500 UPRO Stock Holding History

KMS Financial Services’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-48,540
Closed -$465K – 568
2014
Q2 		$465K Buy
+48,540
New +$423K 0.07% 294

Other funds holding UPRO

SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KMS Financial Services's UPRO Position: Q3 2014 in Review

KMS Financial Services sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2014, closing a stake of 48,540 shares — an estimated $465K sold.

KMS Financial Services first reported a position in UPRO in Q2 2014 and held it in 1 quarter. The position peaked at $465K in Q2 2014. 22 funds tracked by Wall St. Rank hold UPRO as of Q3 2014.

  • KMS Financial Services reported no remaining ProShares UltraPro S&P 500 position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 48,540 ProShares UltraPro S&P 500 shares in Q3 2014, an estimated $465K.
  • KMS Financial Services first reported a position in ProShares UltraPro S&P 500 in Q2 2014 and held it in 1 quarter.
  • KMS Financial Services's ProShares UltraPro S&P 500 position peaked at $465K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.